iShares Russell Midcap Value Index shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $120k | 961 | 125.33 |
| 2023-12-31 | $112k | 961 | 116.29 |
| 2023-09-30 | $100k | 961 | 104.34 |
| 2023-06-30 | $106k | 961 | 109.84 |
| 2023-03-31 | $102k | 961 | 106.20 |
| 2022-12-31 | $101k | 961 | 105.34 |
| 2022-09-30 | $92k | 961 | 95.73 |
| 2022-06-30 | $98k | 961 | 101.98 |
| 2022-03-31 | $115k | 961 | 119.67 |
| 2021-12-31 | $118k | 961 | 122.79 |
| 2021-09-30 | $109k | 961 | 113.42 |
| 2021-06-30 | $110k | 961 | 114.46 |
| 2021-03-31 | $105k | 961 | 109.26 |
| 2020-12-31 | $93k | 961 | 96.77 |
| 2020-09-30 | $78k | 961 | 81.17 |
| 2020-06-30 | $74k | 961 | 77.00 |
| 2020-03-31 | $62k | 961 | 64.52 |
| 2019-12-31 | $82k | 866 | 94.69 |
| 2019-06-30 | $77k | 866 | 88.91 |
| 2019-03-31 | $75k | 866 | 86.61 |
| 2018-12-31 | $66k | 866 | 76.21 |
| 2018-09-30 | $78k | 866 | 90.07 |
| 2018-06-30 | $77k | 866 | 88.91 |
| 2018-03-31 | $75k | 866 | 86.61 |
| 2017-12-31 | $104k | 1.2k | 89.19 |
| 2017-09-30 | $99k | 1.2k | 84.91 |
| 2017-06-30 | $98k | 1.2k | 84.05 |
| 2017-03-31 | $97k | 1.2k | 83.19 |
| 2016-12-31 | $94k | 1.2k | 80.62 |
| 2016-09-30 | $90k | 1.2k | 77.19 |
| 2016-06-30 | $87k | 1.2k | 74.61 |
| 2016-03-31 | $83k | 1.2k | 71.18 |
| 2015-12-31 | $80k | 1.2k | 68.61 |
| 2015-09-30 | $78k | 1.2k | 66.90 |
| 2015-06-30 | $86k | 1.2k | 73.76 |
| 2015-03-31 | $88k | 1.2k | 75.47 |
| 2014-12-31 | $86k | 1.2k | 73.76 |
| 2014-09-30 | $82k | 1.2k | 70.33 |
| 2014-06-30 | $85k | 1.2k | 72.90 |
| 2014-03-31 | $80k | 1.2k | 68.61 |
| 2013-12-31 | $77k | 1.2k | 66.04 |
| 2013-09-30 | $71k | 1.2k | 60.89 |
| 2013-06-30 | $68k | 1.2k | 58.32 |
| 2012-12-31 | $59k | 1.2k | 50.60 |
| 2012-06-30 | $32k | 683 | 46.85 |
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